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PERCEPTIVE ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PERCEPTIVE ADVISORS LLC
报告期 2026-03-31 · CIK 0001224962
持仓数
94
前50大市值合计
$4.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 104 项
建仓 20
增持 11
减持 45
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
—
VERONA PHARMA PLC
+$100.8M
6,392,106
-6%
减持
NUVL
NUVALENT INC
-$99.7M
2,619,977
-12%
减持
—
SOLENO THERAPEUTICS INC
-$94.3M
1,501,040
-53%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
PCVX
VAXCYTE INC
-$91.0M
1,718,417
-15%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$86.3M
22,112,266
-17%
清仓
—
BIOHAVEN LTD
-$74.2M
0
-100%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$73.8M
1,829,735
+57%
减持
—
AMICUS THERAPEUTICS INC
-$71.3M
24,245,952
-14%
减持
APGE
APOGEE THERAPEUTICS INC
-$70.9M
1,047,232
-48%
减持
VKTX
VIKING THERAPEUTICS INC
-$67.6M
995,894
-41%
减持
—
APPLIED THERAPEUTICS INC
-$67.3M
860,000
-89%
减持
—
ARCELLX INC
-$57.9M
3,478,888
-11%
建仓
JANX
JANUX THERAPEUTICS INC
+$43.8M
817,895
清仓
XBI
SPDR SER TR
-$39.5M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$35.5M
1,486,508
-47%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$32.3M
186,662
-86%
减持
EOLS
EVOLUS INC
-$30.0M
5,145,846
-4%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$27.6M
184,525
-75%
增持
PODD
INSULET CORP
+$27.5M
232,269
+63%
增持
—
IMMATICS N.V
-$25.5M
9,383,456
+16%
减持
SYRE
SPYRE THERAPEUTICS INC
-$24.5M
2,574,723
-10%
清仓
TIL
INSTIL BIO INC
-$23.3M
0
-100%
减持
ARGX
ARGENX SE
-$22.9M
67,471
-43%
清仓
—
LIVANOVA PLC
-$22.5M
0
-100%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$22.2M
0
-100%
清仓
—
MEDTRONIC PLC
-$22.1M
0
-100%
减持
OCUL
OCULAR THERAPEUTIX INC
-$19.7M
1,078,495
-68%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$19.5M
3,680,473
+3%
建仓
IKT
INHIBIKASE THERAPEUTICS INC
+$19.3M
5,925,000
清仓
IRON
DISC MEDICINE INC
-$19.0M
0
-100%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$18.7M
6,774,348
+219%
建仓
PEN
PENUMBRA INC
+$17.4M
73,338
建仓
SEPN
SEPTERNA INC
+$17.2M
750,000
减持
—
AKERO THERAPEUTICS INC
-$16.2M
1,185,592
-31%
减持
CGON
CG ONCOLOGY INC
-$15.7M
419,450
-43%
减持
IMVT
IMMUNOVANT INC
-$14.8M
2,139,199
-10%
建仓
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$14.5M
403,649
减持
AXSM
AXSOME THERAPEUTICS INC
-$14.2M
664,074
-15%
减持
ORKA
ORUKA THERAPEUTICS INC
-$13.9M
845,567
-32%
减持
ZBIO
ZENAS BIOPHARMA INC
-$13.3M
744,035
-35%
减持
DYN
DYNE THERAPEUTICS INC
-$13.0M
543,277
-24%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$12.8M
1,271,662
-7%
清仓
—
ICON PLC
-$12.7M
0
-100%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$12.6M
0
-100%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$12.5M
378,584
-59%
清仓
TYRA
TYRA BIOSCIENCES INC
-$12.0M
0
-100%
建仓
AVR
ANTERIS TECHNOLOGIES GLOBAL
+$11.9M
2,140,000
减持
ARVN
ARVINAS INC
-$11.1M
740,749
-28%
减持
—
INTRA-CELLULAR THERAPIES INC
-$11.1M
1,288,328
-21%
减持
NBIX
NEUROCRINE BIOSCIENCES
-$10.8M
100,050
-53%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$10.7M
145,000
清仓
XNCR
XENCOR INC
-$10.6M
0
-100%
减持
RAPP
RAPPORT THERAPEUTICS INC
-$9.8M
311,551
-58%
清仓
—
ROIVANT SCIENCES LTD
-$9.8M
0
-100%
清仓
AVBP
ARRIVENT BIOPHARMA INC
-$9.8M
0
-100%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$9.5M
2,685,537
+15%
建仓
—
RAPT THERAPEUTICS INC
+$9.3M
5,880,000
建仓
—
INARI MED INC
+$9.1M
178,797
减持
PEPG
PEPGEN INC
-$8.9M
829,536
-41%
建仓
OKUR
ONKURE THERAPEUTICS INC
+$8.6M
1,004,439
清仓
EXAS
EXACT SCIENCES CORP
-$8.5M
0
-100%
减持
NTRA
NATERA INC
-$8.1M
125,000
-43%
减持
—
VERRICA PHARMACEUTICALS INC
-$8.0M
3,249,669
-54%
减持
CTNM
CONTINEUM THERAPEUTICS INC
-$7.9M
1,441,249
-5%
减持
XENE
XENON PHARMACEUTICALS INC
-$7.9M
325,324
-38%
清仓
ALLO
ALLOGENE THERAPEUTICS INC
-$7.6M
0
-100%
建仓
NRIX
NURIX THERAPEUTICS INC
+$6.2M
330,614
减持
ADMA
ADMA BIOLOGICS INC
-$5.9M
890,280
-16%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$5.9M
6,349,220
+1%
清仓
FLNA
CASSAVA SCIENCES INC
-$5.4M
0
-100%
建仓
CBLL
CERIBELL INC
+$4.7M
180,546
增持
ISRG
INTUITIVE SURGICAL INC
+$4.4M
63,119
+9%
减持
FULC
FULCRUM THERAPEUTICS INC
-$4.2M
238,000
-84%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$4.2M
65,153
+188%
减持
ZYME
ZYMEWORKS INC
+$3.8M
2,130,020
-2%
清仓
DTIL
PRECISION BIOSCIENCES INC
-$3.8M
0
-100%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$3.8M
1,190,263
建仓
LCTX
LINEAGE CELL THERAPEUTICS IN
+$3.6M
7,236,843
减持
INSM
INSMED INC
-$3.2M
144,000
-20%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$3.2M
1,537,274
+48%
建仓
IBRX
IMMUNITYBIO INC
+$3.1M
1,221,734
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$3.0M
197,108
-23%
清仓
ABSI
ABSCI CORPORATION
-$2.7M
0
-100%
减持
NBTX
NANOBIOTIX
-$2.4M
266,093
-52%
清仓
—
X4 PHARMACEUTICALS INC
-$2.4M
0
-100%
清仓
—
ENVVENO MEDICAL CORPORATION
-$2.3M
0
-100%
清仓
KYMR
KYMERA THERAPEUTICS INC
-$2.2M
0
-100%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$1.9M
290,659
-8%
建仓
—
SCPHARMACEUTICALS INC
+$1.8M
500,000
减持
PYXS
PYXIS ONCOLOGY INC
-$1.6M
188,462
-63%
清仓
GPCR
STRUCTURE THERAPEUTICS INC
-$1.5M
0
-100%
建仓
TRAW
TRAWS PHARMA INC
+$1.5M
164,157
减持
—
VERU INC
-$1.4M
6,483,157
-11%
清仓
FATE
FATE THERAPEUTICS INC
-$1.2M
0
-100%
清仓
—
SINGULAR GENOMICS SYSTEMS IN
-$797.5K
0
-100%
清仓
KYTX
KYVERNA THERAPEUTICS INC
-$733.5K
0
-100%
建仓
ENSC
ENSYSCE BIOSCIENCES INC
+$705.5K
86,666
建仓
DCTH
DELCATH SYS INC
+$602.0K
50,000
增持
MREO
MEREO BIOPHARMA GROUP PLC
+$446.7K
1,085,512
+33%
减持
TRIB
TRINITY BIOTECH PLC
-$404.8K
1,790,000
-1%
清仓
—
SYROS PHARMACEUTICALS INC
-$251.0K
0
-100%
建仓
APYX
APYX MEDICAL CORPORATION
+$237.0K
150,000
清仓
—
CAREMAX INC
-$170.0K
0
-100%
清仓
—
CAREMAX INC
-$594
0
-100%